Mutual Fund- 

Aditya Birla Focused equity fund

By Rajendra

Oct 2, 2022

image credit -Unsplash

Scheme Analysis

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Aditya Birla SL Focused Equity Fund

Category 

Focused Fund

Inception

Oct 24, 2005

Benchmark

Nifty 500

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AUM  - 5,989 Cr

Fund Manager

Mahesh Patil

– Long term capital growth with exposure limited to a maximum of 30 stocks

Portfolio Construct 

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

Reliance

Larson &Tourbro

9.96

7.64

7.14

5.81

4.34

Total :-  34.29

– Investments in equity and equity related securities to form a concentrated portfolio

Portfolio Construct

Bank

IT

Finance

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Top 5 Sector -57.36%

27.07

12.00

7.23

5.81

5.25

Insurance

Petroleum

Invests in companies that are among the top 100 companies in India, in terms of their market Cap or size.

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Scheme Performance

Exit Load

Upto90 days- 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

2.08%

17.55%

10.48%

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SIP Performance

Exit Load

Upto 90 days - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,325

47,465

85,996

Returns

5.09%

18.85%

14.39%

Monthly SIP of 1,000